Fact: Over the last 12 months, TheStreet.com's Internet index of 21 leading technology stocks has risen 16%, significantly outperforming the 4% appreciation for the Dow Jones Total Market Index.
Fact: The three hottest stocks in this Internet index have been: Amazon, up 146%, Research In Motion, up 141%, and VeriSign, up 56% for the last 12 months.
Fact: Believe it or not -- Internet stocks can decrease in price. The three worst performing stocks in the index, Monster, Avocent and Interactive, actually lost 23% of their value during the same period.
What explains the difference?